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Getting Started with Stackd ​

This guide walks you through setting up Stackd and running your first loyalty transaction.

1. Sign up and choose a plan ​

  1. Go to https://yourloyalty.app and click Start Free Trial.
  2. Enter your business name, email address, and a password.
  3. Choose a subscription plan. All plans include a 14-day free trial (30 days if you were referred by an existing Stackd business).
  4. Complete payment setup — PayFast (card / instant EFT) or manual EFT depending on your plan.

Your account is ready. You will land in the Tenant Admin dashboard at https://yourloyalty.app/admin.

2. Configure your loyalty programme ​

Before you can earn transactions you need at least one Transaction Type and one Loyalty Rule.

Create a Transaction Type ​

A transaction type represents a purchase category (e.g. Coffee, Retail Purchase, Service). You can have several.

  1. In the admin sidebar go to Transaction Types.
  2. Click New Transaction Type.
  3. Enter a name and choose the rule type:
    • Stamp — customers earn one stamp per visit regardless of spend.
    • Points — customers earn points proportional to their spend amount.
  4. Save.

Configure the Loyalty Rule ​

After saving the transaction type you will be prompted to configure its rule.

Stamp rule settings

FieldDescription
Stamp thresholdHow many stamps before the customer earns a reward
RewardWhich reward is triggered at the threshold
Redemption modeImmediate — reward is instant; Deferrable — operator confirms at next visit
Hard cut-offOptional — maximum stamps before the card resets automatically

Points rule settings

FieldDescription
Points per unitPoints awarded per unit of spend
Unit amountRand value of one unit (e.g. R10)
Notification thresholdOptional — notify customer when balance reaches this level

Create a Reward ​

Go to Rewards → New Reward and enter the reward name, type (free item, discount, etc.), and points cost if applicable.

3. Print your QR code ​

  1. In the admin sidebar go to QR Code.
  2. Click Download QR Code and print it on A4 or A5 paper.
  3. Place it at your counter where customers can easily scan it with their phone camera.

The QR code never changes — print once and use indefinitely. It encodes:

https://yourloyalty.app/c/{your-business-slug}

No app required. Customers open the URL in their phone browser. No download needed.

4. Set up your operator PIN screen ​

Your staff process transactions from the Operator POS screen at:

https://yourloyalty.app/operator

Bookmark this URL on the counter device (tablet or desktop). Staff log in with their operator credentials. The session stays open — you do not need to log in before every transaction.

5. Run your first transaction ​

Customer side (phone)

  1. Customer scans the QR code at the counter.
  2. They enter their phone number or email address (first visit — they also enter their name and create a 4-digit PIN).
  3. They choose the transaction type when prompted.
  4. A 4-digit PIN is displayed on their screen. The PIN expires in 90 seconds.

Operator side (counter device)

  1. On the Operator POS screen, select the transaction type.
  2. If it is a points transaction, enter the spend amount.
  3. Click Generate PIN.
  4. The customer reads their 4-digit PIN aloud. The operator enters it.
  5. The screen confirms the transaction and shows the customer's updated balance or stamp count.

That is the complete flow. No payment integration required — Stackd sits alongside your existing till.

6. Add operator accounts ​

Go to Admin → Staff → Invite Staff Member. Enter the email address and choose a role:

RoleCan do
OperatorRun transactions on the POS screen
ManagerOperator + view dashboard, transaction history, customer lookup
OwnerFull admin access including billing and settings

The invited staff member receives an email to set their password.

Next steps ​

Stackd Loyalty Platform

For support: info@stackdrewards.co.za